KLA-Tencor Corp (KLAC)
The Company is a supplier of process control and yield management solutions for the semiconductor manufacturing and related microelectronics industries.
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Tech spending turning around. Cap ex by chip firms will be beneficial to equip mfg.
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Market leader - will recover with industry.
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Company is positioning itself for failure. Mass layoffs will hamper their recovery when the market turns up. WholeSale moving of production to Asia will interrupt production and quality.
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Semiconductors and Retailers are about to face its crisis with no demand, uncertainty, inventory nd outlook.
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This stock is a solid investment at this time. The chip market will be increasing to meet the new market demands
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Intel's $7 billion factory upgrade
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james montier pick
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This CAPS account is tracking the 200 highest yielding S&P stocks.
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The semiconductor industry is about to come out of the slump triggered by over capacity in Flash Memory (thank you iPod buyers !)
KLAC will ride that wave.
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Semiconductor industry poised for rebound and metrology equipment going along with it.
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This stock in the upward trend and should be on your watch list.
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Beat down stock to make a turnaround
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Semi-Conductor cycle as usual. Wait and watch the stock bounce in 7-10 months from now.
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Notable calls.
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KLAC, LLTC, SNDK, and TXN comprise of 34.72% of the SOX (Semiconductor index). This is purely a SOX driven play and the sector will be in favor for the next 12-18 months.
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Proposed by Good People
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Demand for semiconductor capital equipment continues internationally and wherever they make chips they buy something from KLAC. With chip indexes rising in sectors where component geometries are extremely dense the only possible conclusion, given a great management team, is that the stock will outperform the s&p overall during the next 12-18 months.
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This is a trade that might pop in the next few months.
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Serious attitude, major cleaning up, getting out of the backdating also

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